§ 13F · FUND PROFILE
Mayar Capital Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $64M (13F)Positions · 12Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | KVUE | KENVUE INC | 727K | $13M | 14.9% | ±0% |
| 2 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 135K | $11M | 13.2% | +66% |
| 3 | V | VISA INC | 30K | $9M | 10.7% | +132% |
| 4 | UPS | UNITED PARCEL SERVICE INC | 89K | $9M | 10.5% | −16% |
| 5 | NKE | NIKE INC | 149K | $8M | 9.4% | ±0% |
| 6 | SOLV | SOLVENTUM CORP | 107K | $7M | 8.3% | ±0% |
| 7 | MA | MASTERCARD INCORPORATED | 12K | $6M | 7.2% | +554% |
| 8 | BKNG | BOOKING HOLDINGS INC | 35K | $6M | 7.1% | +3952% |
| 9 | PYPL | PAYPAL HLDGS INC | 85K | $4M | 4.6% | +16% |
| 10 | MIDD | MIDDLEBY CORP | 28K | $4M | 4.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAYAR SIGNAL
AC read
Mayar Capital Ltd. is a Other fund managing $64 million in assets. The fund runs a focused portfolio of just 12 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed